Brokerages Set Cloudflare, Inc. (NYSE:NET) Price Target at $233.38

Cloudflare, Inc. (NYSE:NET) has been given a consensus recommendation of “Moderate Buy” by the twenty-nine research firms that are covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation, eighteen have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $233.3846.

A number of research firms recently commented on NET. Susquehanna set a $190.00 price target on Cloudflare in a research note on Thursday, February 12th. Wells Fargo & Company raised their target price on shares of Cloudflare from $265.00 to $270.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Morgan Stanley set a $245.00 target price on shares of Cloudflare in a research report on Wednesday, February 11th. KeyCorp reaffirmed an “overweight” rating on shares of Cloudflare in a report on Wednesday, February 11th. Finally, UBS Group reiterated a “neutral” rating and set a $220.00 price target on shares of Cloudflare in a research report on Wednesday, February 11th.

Insider Activity

In other Cloudflare news, CFO Thomas J. Seifert sold 10,341 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $212.30, for a total value of $2,195,394.30. Following the sale, the chief financial officer owned 224,625 shares of the company’s stock, valued at approximately $47,687,887.50. This trade represents a 4.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Carl Ledbetter sold 15,000 shares of Cloudflare stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $227.05, for a total value of $3,405,750.00. Following the completion of the transaction, the director owned 938,073 shares in the company, valued at approximately $212,989,474.65. The trade was a 1.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 653,799 shares of company stock valued at $124,962,286. Corporate insiders own 10.89% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in shares of Cloudflare by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 32,407,646 shares of the company’s stock worth $6,389,167,000 after acquiring an additional 90,397 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Cloudflare by 4.2% during the 4th quarter. Geode Capital Management LLC now owns 6,018,175 shares of the company’s stock valued at $1,184,044,000 after purchasing an additional 241,981 shares during the last quarter. First Trust Advisors LP increased its position in Cloudflare by 1.6% during the 4th quarter. First Trust Advisors LP now owns 4,019,157 shares of the company’s stock worth $792,377,000 after purchasing an additional 63,198 shares in the last quarter. Invesco Ltd. increased its position in Cloudflare by 1.3% during the 3rd quarter. Invesco Ltd. now owns 3,964,733 shares of the company’s stock worth $850,792,000 after purchasing an additional 49,485 shares in the last quarter. Finally, Norges Bank bought a new position in Cloudflare in the 4th quarter valued at approximately $718,316,000. Institutional investors own 82.68% of the company’s stock.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Reports that Coinbase and other firms are competing to use Cloudflare’s infrastructure for a new AI‑stablecoin / agent payments project drove investor enthusiasm by linking Cloudflare to AI monetization and crypto payments. Read More.
• Positive Sentiment: Cloudflare expanded its enterprise security footprint via a deeper partnership with SentinelOne to integrate Singularity SIEM telemetry with Cloudflare’s network — a deal that could increase cross‑sell into larger security contracts. Read More.
• Positive Sentiment: Momentum/flow signals and short‑term technical buying attracted momentum traders during the rally, contributing to prior gains. Read More.
• Neutral Sentiment: Market commentary frames Cloudflare’s stablecoin idea as a plausible strategic extension tied to AI agents, but analysts caution it’s early and unconfirmed — upside depends on execution. Read More.
• Neutral Sentiment: Wall Street coverage remains mostly constructive (many Buy/Outperform ratings and a mid‑$200s target consensus), which supports longer‑term sentiment but is not a fresh catalyst. Read More.
• Negative Sentiment: Large insider selling (CEO Matthew Prince sold multiple blocks this week and a director also sold shares) is a clear headwind — it can prompt short‑term selling and make some investors wary even as headlines remain positive. Read More. • Read More.
• Negative Sentiment: Broader market technical weakness and profit‑taking after a sharp multi‑week rally increase downside risk for high‑beta, narrative stocks like NET. Read More.

Cloudflare Price Performance

Cloudflare stock opened at $215.14 on Friday. The stock’s fifty day moving average price is $187.69 and its two-hundred day moving average price is $203.28. Cloudflare has a one year low of $89.42 and a one year high of $260.00. The company has a debt-to-equity ratio of 1.35, a current ratio of 1.98 and a quick ratio of 1.98. The firm has a market cap of $75.36 billion, a PE ratio of -741.85 and a beta of 1.98.

Cloudflare (NYSE:NET) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.01. The firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. Cloudflare had a negative return on equity of 7.24% and a negative net margin of 4.72%.The company’s quarterly revenue was up 33.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.19 EPS. As a group, research analysts expect that Cloudflare will post -0.11 EPS for the current fiscal year.

About Cloudflare

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.